Episode 159: Making Money Work For You With Bill Bloom

Season #1

Bill Bloom is a man who's done it all. He started his first business at age 12 and now has over 30 years' experience as an entrepreneur, husband, father - not to mention driver of classic cars and a podcaster.

Bill was a sports card salesman for many years, but he always had an entrepreneurial spirit. When Bill left his job in the industry and created several businesses to help people live their dreams through investments or retirement planning- it just felt right! Nowadays you can find him working hard on making sure that all of life's desires are fulfilled by providing customized plans designed around YOUR personal finance needs. He wants you to achieve your most meaningful goals while being debt free and having peace of mind. His Retire As You Desire lifestyle knows what matters most: Your happiness

If you’re trying to move from a busy entrepreneur to more free time, more fulfillment, more happiness, this is your episode! 

Choosing The Right Clientele 

As an entrepreneur, the right client can make your life easier. You need someone who understands what they want and communicates well so that you don't have any misunderstandings when it comes time for you to serve them. This also makes you more productive for those clients. A good client not only makes a difference for how well things go at work, but also impacts what kind of employee we are - both as an individual and professionally speaking. How do you know if a client is the right client? Great question.

Here’s a couple things to remember when assessing a potential client.

- Always have a clear vision of your goal for them. If you’re not clear and on the same page about what you’re achieving you’re in a recipe for disappointment from them and wasted time and energy on your part.
- It’s okay to say ‘No!’ If they’re not an ideal client, don’t go into it. Turning down the wrong clients gives you time and freedom for the right clients and we all know that “time is an asset!”


  Collaborating With People To Make Money Work For You

 Believe it or not, we excel at two to three things. You can’t be good at everything. You just have to be honest with yourself and figure out what works for you. Here are guides to help you through:

  1. Be around people that excel in areas you’re less familiar with.
  2. Focus on your strengths. If you’re good with ideation but not implementation, find someone that excels at implementation to work with.
  3. It’s all about having the right people in the room.
  4. You want to have a self-managing company so that you work ON your business not IN your business.


To learn more about Bill:

For his new company, head here: https://www.dianemoney.com

For Three Guys With Epic Lives podcast, head here:


For Retire As You Desire podcast, head here:



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